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The Only Forex/CFD CRM with Intelligence Built In.
Lead scoring, Anomaly Detection and a full back office, from first lead to trading client, all in one system built by Intivion.
From the first lead to the last audit check, every desk works from one record.
A complete CRM on its own. Connected to the Brokerage Intelligence System, every lead, call and login also feeds the Scoring Engine and Anomaly Detection.
Where from?
Lead capture and assignment
Leads from web forms, campaigns, IBs, imports and manual entry land in one pipeline. The assignment engine routes each one to the right agent by territory, language, business unit, workload or round-robin.
Who first?
Lead scoring
The Scoring Engine scores every lead from 0 to 100 and places it in a tier from Bronze to Diamond, using rules your team sets, so agents always call the highest-value leads first.
What's on record?
360° client view
Personal details, KYC status, trading accounts, transactions, messages, notes and the full audit trail on one record, so support, retention and compliance never switch systems.
Which channels?
Omni-channel inbox
WhatsApp, SMS, Telegram, email and live chat with a client from one screen, with every conversation saved to the client record.
Anything unusual?
Anomaly Detection
Alerts when CRM activity looks unusual, such as an agent revealing too many contacts, closing leads in bulk, logging in at odd hours or repeating actions rapidly.
Who sees what?
Role dashboards
Agents see their pipeline and targets, managers see their team, and leadership sees company-wide numbers, each set by role and permissions.
AltimaCRM for every part of your brokerage operations.
From lead capture and onboarding to payments, compliance and reporting, every capability is configured.
Scroll to move through each group
Leads and accounts
- Lead capture and assignment
- One pipeline for every source, with automatic scoring and routing by territory, language, business unit, workload or round-robin.
- Duplicate application detection
- Rules per brand, which a business unit can override, stop the same person registering twice across the portal, lead form and account form, matching on email, phone or IP.
- 360° client view
- Everything about a client on one record, so support, retention and compliance stop switching systems.
Client onboarding
- Visual onboarding builder
- Drag and drop the registration journey: which screens, in what order, what data, which account types and entities. Publish a version and it goes live on the next session.
- Headless onboarding API
- The same flow as a documented API, so your own website or a partner's app runs sign-up with the same validation and outcomes.
- KYC and document verification
- Document queues for compliance, optional OCR for document numbers and expiry dates, third-party KYC and AML providers, and reminders before documents expire.
Trading accounts
- Multi-platform accounts
- One client, many accounts across AltimaTrader, MT4, MT5 and other platforms, each with its own currency, leverage and type, real or demo, created on the platform and linked back automatically.
- Fees engine
- Deposit, withdrawal, early-withdrawal and non-trading fees, each triggered by an event, a schedule or a manual charge, per business unit and payment method.
Partners and marketing
- IB and affiliate portal
- Applications, approval, referral tracking, multi-tier commission plans and payouts, with a portal where partners follow referrals and request payouts.
- Campaigns and promo codes
- Tracking parameters and promo codes that tie each lead and deposit back to its source, partner or offer.
Risk, compliance and fraud
- Risk management and queues
- Client and trading activity is checked against your thresholds. Anything that breaches them lands in a risk queue to investigate, clear or escalate.
- Anomaly Detection
- Unusual patterns, such as odd-hour logins or rapid repeated actions, raise near real-time alerts for compliance and security staff.
- Audit trail
- Every meaningful action is logged with who, what and when, including record changes, bulk operations, permission changes and logins, ready for compliance to export.
- Regulatory reporting
- Structured reports built from client, transaction and trading data, run on demand or on a schedule.
Payments
- Payment methods and PSPs
- A master catalogue of 200+ payment gateways, from bank wire and cards to crypto and e-wallets. Each business unit enables its own, with its own credentials, currencies, limits and fields.
- Deposits and withdrawals
- Requests from the client portal, approval workflows, and routing rules that decide which provider handles each transaction.
- Loyalty and rewards
- Points for trading volume, deposits and referrals that clients redeem for rewards in the portal.
Communication
- Omni-channel inbox
- WhatsApp, SMS, Telegram, email and live chat from the client record or a central communications hub.
- Notifications and alerts
- Emails, SMS, in-app alerts or webhooks triggered by events such as account approval, KYC expiry, deposit confirmation or a risk flag.
Reporting
- Business and operational reports
- Sales performance, account activity, deposits and withdrawals, partner commissions and more, with export and scheduling.
- Role dashboards
- Each user lands on the numbers that matter to their role and permissions.
Administration and security
- Role-based access control
- Every action is a named permission, grouped into roles you can customise. Sales agents can't approve their own clients' KYC.
- Data visibility by hierarchy
- People see records by their place in the org chart, their business units, or both, set once per role and applied to every list and report.
- Multi-organisation, brand and business unit
- Several brands and business units on one platform, each with its own branding, settings and data.
- Settings by level
- Templates, payment methods and onboarding flows managed at organisation, brand or business unit level, with clear rules on what is inherited and what is overridden.
Everyday tools
- Column and filter master
- Add columns and advanced filters to list screens from an approved field catalogue, without waiting for development.
- Bulk actions
- Change status, reassign, export or delete a filtered set of records in one go.
- Import and export
- Guided CSV and Excel imports, and exports from any list or report.
Results
No features match that search. Try “KYC”, “fees” or “reports”.
From lead to first deposit, without switching systems.
Follow lead #48213 as it's scored and routed, makes a first deposit with every trade and compliance check on record, and feeds straight into the desk's conversion numbers.
Lead queue
| Lead | Source | Country | Score | Assigned to |
|---|---|---|---|---|
| #48213 | IB‑204 | UAE | 86 · Diamond | Arabic desk |
| #48390 | Web form | KSA | 74 · Platinum | Arabic desk |
| #47702 | Campaign | Thailand | 66 · Platinum | Thai desk |
| #48455 | IB‑204 | UAE | 52 · Gold | English desk |
| #46931 | Web form | Vietnam | 33 · Silver | Thai desk |
Client record
- Deposit $25,000 by bank wireToday 14:02
- Opened 12 lots XAUUSDToday 14:02
- Source-of-funds check requestedToday 14:03
- Lead score now 86 · DiamondToday 14:03
Desk board
| Desk | Leads | First deposits | Conversion | Time to call |
|---|---|---|---|---|
| Arabic | 412 | 96 | 23% | 6 min |
| Thai | 288 | 51 | 18% | 9 min |
| English | 355 | 39 | 11% | 19 min |
| Vietnamese | 140 | 22 | 16% | 8 min |
From new lead to active client, every account scored and every risk flagged.
Every lead, client account, sales call, and agent action in the CRM is read by the Scoring Engine and Anomaly Detection, and the results are returned to AltimaCRM as scores and alerts in real time.
AltimaCRM sends
AltimaCRM receives
Feeds these intelligences
One CRM for sales, retention, compliance and management.
Each role has its own access in AltimaCRM, with recommendations from the Brokerage Intelligence System built in.
Sales agent
Works an assigned queue, sees each lead's score and tier, and calls Diamond and Platinum leads first.
Admin
Manages users, roles and permissions across every brand and business unit, and reviews anomaly alerts on staff activity.
Retention team
Sees each client's deposits, trading activity, and conversations in a single record and steps in before a client goes quiet.
Questions brokers ask about AltimaCRM.
How AltimaCRM works for Forex/CFD brokerages, from lead scoring to compliance.
Can AltimaCRM run multiple brands or business units?
Yes. Several brands and business units run on one platform, each with its own branding, settings and data. Templates, payment methods and onboarding flows are managed at organisation, brand or business unit level, with clear rules on what is inherited and what is overridden.
How does lead scoring work in AltimaCRM?
The Scoring Engine scores every lead from 0 to 100 and places it in a tier from Bronze to Diamond, using rules your team sets. Agents work a queue ordered by score, so they always call the highest-value leads first, and scores are returned to AltimaCRM in real time.
What does Anomaly Detection monitor in the CRM?
Anomaly Detection watches staff activity inside AltimaCRM and raises near real-time alerts when something looks unusual, such as an agent revealing too many contacts, closing leads in bulk, logging in at odd hours or repeating actions rapidly. Supervisors, admins and compliance teams are notified so they can review it.
Which trading platforms does AltimaCRM support?
AltimaCRM works with AltimaTrader, MT4, MT5 and other platforms. One client can hold many accounts, each with its own currency, leverage and type, real or demo. Accounts are created on the platform and linked back to the client record automatically.
How does AltimaCRM handle KYC and compliance?
AltimaCRM includes document queues for compliance, optional OCR for document numbers and expiry dates, integrations with third-party KYC and AML providers, and reminders before documents expire. Every meaningful action is logged in an audit trail, and regulatory reports can run on demand or on a schedule.
The only CRM built to convert more leads, not just manage them.
Every team gets what it needs: scored leads for sales, client history for retention, and early alerts for admins, all powered by the Brokerage Intelligence System. See it in action in a live demo.